Available Identity Providers

The list of the available identity providers for login. For more information, see: Authentication

Associated Identity Providers

The identity providers associated with the role. This determines the login options of the user.

Mobile web

Grants access to the mobile web interface of Verba to the user.

Dial-in interface

Allows the user to use the Dial-In recorder services. Dial-In recording has to be configured as a prerequisite. For more information, see the following article: Configuring the Verba Dial-in Recorder Service

Scope

Determines the range of conversations the user has access to:

Filtering Criteria

Additional filtering criteria can be added by the

Filtering Criteria Relationship Across Roles

When multiple roles are assigned to the same user, and more than one role has filtering criteria, then this setting determines whether AND or OR logic will be used between the filters depending to separate roles.

Unable to Access Conversations Older than

Denies access to calls for the user that are older than the specified amount of time (hours). Zero value means that there is no denial of access based on the age of conversations.

List Ongoing Conversations

Grants the user permission to view ongoing calls that are currently being recorded.

Agent View Scope

Grants the user permission to view the desktop screens of agents that have been configured for screen capturing:

• 'On the phone' Screens Only: grants the user permission to view the desktop screens of agents currently in a conversation

• 'On the phone' & Idle Screens: grants the user permission to view the desktop screens of agents regardless if the agent is talking or not

Real-Time Silent Monitoring of Ongoing Conversations

Grants the user permission to listen in (silent monitor) to ongoing calls that are currently being recorded.

View Conversation Details

Grants the user permission to view the details of a conversation in the search interface.

Play Conversation

Grants the user permission to play/view conversations from the search interface.

Preview Conversation

Grants the user permission to play/view a small portion of the conversations (from the beginning) only from the search interface. The default setting for voice/video/screen share recordings is up to 15 seconds, and for instant messages is up to 5 messages.

Require Access (Playback/View/Download) Reason

Specifies if the user has to provide a reason (free from text) before playing back, downloading, or viewing a conversation.

Use Participant Set

Grants the user permission to use the Participant Set feature.

Participant Set

Grants access to creating or sharing participant sets:

Access Secondary Recordings

Grants the user permission to access secondary recordings which are recorded by recording servers designated as secondary servers in a duplicate (2N) recording configuration. For more information, see How to make Secondary recordings visible.

Access Media-Only Recordings

Grants the user permission to access Media-Only recordings which are representing the audio segments when the advanced voice data model is used, primarily for trader voice integrations. For more information, see Data models.

Ad-hoc Transcode

Grants the user permission to use the ad-hoc transcoding feature in the player application for video and screen share recordings.

Phone Number Masking in Search

Specifies if the phone numbers are masked on the search screen for the user. For more information, see Customer Identification Data Masking.

Adjust Media Length

Defines the maximum value of the media adjustment configurable in the player when stitching voice recordings stored using the advanced data model (e.g. trader voice). For more information, see Configuring media stitching adjustment.

Download a Conversation

Grants the user permission to download conversations from the storage to their own computer.

Conversation Export

Grants access to export recorded conversations:

• No access: user is not allowed to export recorded conversations.

• Media Files Only: users can export only media files.

• Metadata Files Only: users can export only metadata files.

• Both Media and Metadata Files: users can export media and metadata files as well.

Recurring Conversation Export

Grants the user permission to create recurring conversation export.

Conversations List Export

Grants the user permission to perform conversation list exports.

Customize Conversation Export Target Folder

Granrts the user permission to change the export target folder for advanced export.

E-mail

Grants the user permission to share conversations visible to them via emailing an URL pointing to the conversation.

Share Conversations

Grants the user permission to share conversations via the web interface sharing page.

Access View Shared Items menu

Grants the user permission to view shared conversations shared with them via the web interface sharing page.

Allow Granting Playback Right

Grants the user permission to grant the following rights:

• Playback right when sharing converation through a label

• Playback right when sharing conversations through a case

• Investigator right for a group member

Define Label Sharing Expiration

Grants the user permission to define the expiration for the sharing of a label.

Override "Unable to Access Conversations Older than" in Label Sharing

Grants the user permission to override the "Unable to Access Conversations Older than" permission when sharing recorded conversations through labels.

Comment

Grants the user permission to add custom metadata to conversations.

Mark as Private

Grants the user permission to mark conversations as private. When a conversation is marked as private, nobody else (not even group supervisors and users with 'Access All' rights) in the system can access it except for the user who marked it.

Manual Labeling

Grants the user permission to manually apply labels to conversations (the scope of the users access to certain labels and conversations can be limited by other permissions).

Automatic Labeling from Search

Grants the user permission to setup an automatic lableing rule from the search page.

Delete a Conversation

Grants the user permission to delete conversations with the exception of conversations that have been placed under Legal Hold.

Mute Recording

Grants the user permission to mute/pause recording.

Protect a Conversation

Grants the user permission to mark conversations as protected. When there are data retention policies in place that are configured to ignore protected conversations, the button associated with this permission can be used to protect conversations from the execution of those policies.

Enable Legal Hold

Grants the user permission to enable Legal Hold for labels. For more info on Legal hold, see the corresponding article.

Initiate Release from Legal Hold

Grants the user permission to initiate release of a legal hold for labels. This request still has to be approved by a user with the 'Approve Release from Legal Hold' permission for the legal hold to be successfully lifted.

Approve Release from Legal Hold

Grants the user permission to approve the release of legal hold from a label. The release first has to be initiated by a user with the 'Initiate Release from Legal Hold' permission.

Reporting

Grants the user access to the reporting features of Verba. For more information on reporting see the Reporting guide.

Dashboard

Grants the user permission to dashboards:

• No Access: user is not allowed to access dashboards

• Configure: user is allowed to create, update and delete her/his own dashboards

• Configure and Share: user create, update, delete ans share her/his own dashboards

Global Dashboard Administration

Grants the user permission to manage all dashboards in the system. The level of permission depends on your choice from the list.

Quality Management Agent

Enables the user as a Quality Management Agent. The user's conversations can be selected by Quality Management projects to be evaluated by Quality Management Evaluators. For more information on the Quality Management module of Verba, see the Quality Management guide.

View Own Scorecard

Grants the user permission to view her/his own scorecards.

Quality Management Evaluator

Enables the user as a Quality Management Evaluator. The user can evaluate Quality Management Agent users' conversations that are selected by a Quality Management project. For more information on the Quality Management module of Verba, see the Quality Management guide.

Add Conversations to Evaluation Projects

Grants the user permission to manually add recorded converations to an evaluation porject.

Remove Conversations from Evaluation Projects

Grants the user permission to manually remove recorded converations from an evaluation porject.

Phonetic Index Conversations

Allows speech indexing of conversations associated with the user.

Speech Search

Grants the user permission to the speech search features of the search interface.

Transcribe Conversations (Built-in)

Allows transcribing of conversations, associated with the user, with the Verint engine.

Transcribe Conversations (Advanced)

Allows transcribing of conversations, associated with the user, with the advanced Verint engine.

Transcribe Conversations (3rd Party)

Allows transcribing of conversations, associated with the user, with the 3rd party engines.

Ethical Wall User

Allows configuring communication policies for the user.

Personalize Conversation List Layout

Grants the user permission to modify of Search Layout on the Search page.

Users

Grants the user permission to manage user settings in the system. The level of permission depends on your choice from the list.

Groups

Grants the user permission to manage group settings in the system. The level of permission depends on your choice from the list.

Group Membership Administration

Grants the user permission to manage group membership settings in the system.

Extensions

Grants the user permission to manage extension settings in the system. The level of permission depends on your choice from the list.

Recording Rules

Grants the user permission to manage recrding rules in the system. The level of permission depends on your choice from the list.

Managed Users/Groups/Extensions

Grants group administrator users permission to manage the settings of users in the groups they are administrators in. The level of permission depends on your choice from the list.

Roles

Grants the user permission to manage user role settings in the system. The level of permission depends on your choice from the list.

AD Profiles

Grants the user permission to manage Active Directory Synchronization profile settings in the system. The level of permission depends on your choice from the list.

Identity Providers

Grants the user permission to manage identity provider settings in the system. The level of permission depends on your choice from the list.

Bulk User Extension Update

Grants the user permission to use the bulk user and extension update feature.

Bulk User Import

Grants the user permission to use the bulk user import feature.

Group CSV Import

Grants the user permission to use the CSV file based group import feature.

VoH/ViQ Incoming Call Rules

Grants the user permission to manage video on hold and video in queue incoming call rule settings in the system. The level of permission depends on your choice from the list.

VoH/ViQ Media Files

Grants the user permission to manage video on hold and video in queue media file settings in the system. The level of permission depends on your choice from the list.

Search Audit Log

Grants the user permission to view and search the system audit log.

Alert Management

Grants the user access to the Alert Management page. The level of permission depends on your choice from the list.

Audit Log Alerts

Grants the user access to the Audit Log Alerts page. The level of permission depends on your choice from the list.

Certificates

Grants the user access to the certificate management page. The level of permission depends on your choice from the list.

API Keys

Grants the user access to the API key management page. The level of permission depends on your choice from the list.

Session Monitor

Grants the user access to the session monitor feature to review current web interface access sessions.

Metadata Templates

Grants the user permission to manage metadata templates. The level of permission depends on your choice from the list.

Automatic Labeling Rules

Grants the user permission to create and manage automatic labeling rules.

Default Conversation List Layout

Grants the user permission to manage the default conversation list layout of the search interface. The level of permission depends on your choice from the list.

Storage Targets

Grants the user permission to manage storage targets. For more information, see Storage and export targets. The level of permission depends on your choice from the list.

Data Processor

Grants the user permission to manage data processors. The level of permission depends on your choice from the list.

Import Source

Grants the user permission to manage import sources. For more information, see Import sources. The level of permission depends on your choice from the list.

Retention Policies

Grants the user permission to manage data retention policies. For more information, see Data management policies. The level of permission depends on your choice from the list.

Conversation Import

Grants the user permission to import conversations to the system.

Conversation Export

Grants the user permission to export conversations from the system:

• Media Files Only: the user is only allowed to export media files

• Metadata Files Only: the user is only allowed to export metadata

• Both Media and Metadata Files: the user is only allowed to export both media files and metadata

For more information, see Export.

Recurring Conversation Export

Grants the user permission to create recurring conversation export.

List User Exports

Grants the user permission to list other user's exports.

Server Configuration

Grants the user permission to server configuration. This includes the configuration of all Verba Nodes. The level of permission depends on your choice from the list.

Site Configuration

Grants the user permission to manage sites. For more information, see Sites. The level of permission depends on your choice from the list.

License

Grants the user permission to manage Verba Licenses. The level of permission depends on your choice from the list.

Database Monitoring

Grants the user access to the database monitoring features of the web interface accessible from the System menu.

Background Task Monitoring

Grants the user access to the background task monitoring features accessible from the System menu.

Collect Configuration and Logs

Grants the user access to the configuration and log collection feature accessible from the System menu.

Request Server Certificate

Grants the user access to the server certificate request feature accessible from the System menu.

Multi-Tenant Administrator

Grants the user access to the multi-tenant deployment-specific configuration settings of Verba. This is only available in multi-tenant deployments.

Quality Management Administrator

Grants the user permission to manage quality management module including creating and maintaining quality management projects and forms.

Speech Analytics Administrator

Grants the user permission to administer speech indexing of conversations to allow users with the 'Speech Search' permission to search for phrases in audio conversations.

Communication Policies

Grants the user permission to communication policies. For more information, see Communication Policies. The level of permission depends on your choice from the list.

Policy Validator

Grants the user access to the communication policy validator feature.

Audit Log

Grants the user access to the communication policy audit log feature.

Worklfow Configuration

Grants the user permission to authorization requests. For more information, see Approval Workflows. The level of permission depends on your choice from the list.

Announcement Audit Log

Grants the user access to the announcement audit log feature.

Announcement Whitelist

Grants the user permission to announcement whitelists. For more information, see Announcement whitelist. The level of permission depends on your choice from the list.